Heroku App is a connector which connects Salesforce instance with other e-commerce and accounting sites to sync data to and from.
The following sites can be integrated with the Aqxolt ERP:
From e-commerce sites Orders and customer Accounts, Contacts gets synced to Salesforce instance.
Salesforce org ---> Shopify store -->eBay store-->Amazon store-->Magento store-->WooCommerce store
To make the connection on a Salesforce instance for Heroku App-
Go to Apps --> App Manager --> New Connected App
Fill the following
Check the 'Enable OAuth Settings' checkbox
For Sandbox
https://aqxolt.herokuapp.com/auth/salesforcesandbox/
Select the following from Available OAuth Scopes -
Allow from 2-10 minutes for your changes to take effect on the server before using the connected app.
Click on Continue.
You will get the Consumer Key and Consumer Secret from here.
Create a user in Heroku App
Login with the created user
Create or sync products
In Salesforce; to sync or create a new product, make sure the following actions are taken.
This creates a product on the Shopify Store.
Create or sync Customer and Order
To start with AMAZON SETUP, four(4) fields are needed to set up a store for Amazon.
Amazon App's success key.
https://sellercentral.amazon.com/gp/homepage.html
You will land on the following page
eBay Shipping Methods -
https://developer.ebay.com/devzone/xml/docs/reference/ebay/types/ShippingServiceCodeType.html
Create sandbox accounts for testing using the following URL
Developer’s account (for creating new sandbox users)
https://developer.ebay.com/my/auth/?env=sandbox&index=0
Create two accounts considering one as a Buyer Account and one as a Seller Account.
To sync Products from Salesforce to eBay selling store, product setup has to be done in a proper way making sure the following things are covered
Go to Heroku user and click eBay. Once you are on the eBay dashboard, click on the “Add” button
When orders are placed on the eBay store, they get synced to “Salesforce Instance” as “Sales Orders” and “Sales Order Line Items.” This has to be done manually by clicking Pending Sync for Orders on the Heroku user eBay dashboard.
As part of sandbox testing,
Copy the “Product URL” from the “Seller Account” and paste it into the “Buyer Account” and then buy the product and continue making payment by clicking “Pay now.”
Then go to the Heroku user and sync the order, this will create a customer account and a sales order in the Salesforce instance.
Magento is used to sync products from Salesforce instance to the Magento store and sync orders and customer accounts from Magento store to the Salesforce instance.
It auto-syncs in every 10 minutes.
After connecting your “Heroku user” with the “Salesforce Instance” click on the “Magento app” and you will land on the “Magento dashboard.”
Click on the “Add” button and copy the “Token” to add in the “Magento Instance.”
In every 10 minutes, it syncs products to Magento instance and orders and customers to salesforce instance.
Woo Commerce is used to sync products from Salesforce instance to the Woo Commerce store and sync orders and customer accounts from the Woo Commerce store to the Salesforce instance.
Extensions do all the sync process, no manual sync is required. It auto-syncs in every 10 minutes.
After connecting your “Heroku user” with the “Salesforce Instance,” click on the “WooCommerce” app, and you will land on the “WooCommerce Dashboard.”
Click on the “Add” button and copy the “Token” to add in the “WooCommerce Instance.”
In every 10 minutes, it syncs products to woo commerce instance and orders and customers to salesforce instance.
QuickBooks is accounting software and can be connected with Salesforce Instance using the “Heroku Aqxolt ERP Integrator.”
All the data on salesforce instance like Products, Customers, Suppliers, Invoices, Credit Memos, Sales Payment, Purchase Orders, Bills and Bill Payments is synced to “Quick Books Account.”
Once you have connected the “Salesforce Instance” to the “Heroku user,” Login to your “Heroku Instance” and click on the “QuickBooks app.”
You will land on the “QuickBooks Dashboard.”
“All Sales” lists the Orders synced, “Customers” will list the “Customer Contacts Synced,” and “Products and Services” will list the “Products Synchronised.
Use the filters to change what to see on the page.
Xero is accounting software and can be connected with “Salesforce Instance” using the “Heroku Aqxolt ERP Integrator.”
All the data on “Salesforce instance” like Products, Customers, Suppliers, Invoices, Credit Memos, Sales Payment, Purchase Orders, Bills and Bill Payments is synced to “Xero account” and the Sync is Bidirectional.
Once you have connected the Salesforce instance to the Heroku user, Login to your Heroku instance and click on the “Xero app.”
You will land on the "Xero dashboard.”
Use the Admin Xero account credentials.
Data is synced from Salesforce instance to Xero and vice versa. i.e. if products are not on Salesforce instance and present on Xero, they get synced to Salesforce, and if products are on Salesforce instance but not on Xero, they get synced to Xero when the sync process starts.
Product Setup:
On the Product make sure the below fields has data
Product Name
Product SKU
Product Description
and Available on eCommerce platform checkbox is true.
Create a Marketplace record on the Product related list.
Add a Custom Setting in the system as eCommerce Sync, click on Manage and create a Record.